Accounting Services

As a business owner, your main focus should be on running your business and not on maintaining your books. We offer our clients the peace of mind that their accounting records provide useful data, which will enable them to make sound financial decisions. We provide various monthly, quarterly or annual services to meet your needs, including:

QuickBooks TrainingWe teach our clients to use QuickBooks in order to manage their day-to-day bookkeeping as well as create useful reports that help to manage their business. Our services start with one-on-one hands on training and continue with ongoing phone support, as needed.

QuickBooks Tune-upsFor clients with existing QuickBooks files, we offer a “clean-up” service to organize their chart of accounts and prevent account misclassifications.

BookkeepingMany of our clients choose to have us maintain their bookkeeping needs. This may include, but not limited to monthly bank reconciliations, accounts payable, accounts receivable, budgeting/forecasting and financial statement preparation.

Budgeting/ForecastingWe help business owners and individuals develop a budget and suggest ways to control their expenditures and maximize their earning potential.